Everhart Financial Group
Everhart Financial Group reported 495 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are VUG (12.5%), VTV (12.3%) and VOT (4.2%). Compared with Q2 2026, the fund opened new positions in XOM, added to VUG, VTV and VOT, trimmed VTI, AAPL and BIV and sold out of XOM, SCHO and APTV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $202M | 12.5% | 2.2M | +176K (+8%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $199M | 12.3% | 923K | +27K (+3%) | 8 of 8 | |
| 3 |  VOT Vanguard Index Fds | $68.4M | 4.2% | 234K | +18K (+8%) | 8 of 8 | |
| 4 |  VOE Vanguard Index Fds | $66.9M | 4.1% | 342K | +22K (+7%) | 8 of 8 | |
| 5 |  VBR Vanguard Index Fds | $63.6M | 3.9% | 275K | +20K (+8%) | 8 of 8 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $62.8M | 3.9% | 168K | −6,871 (−4%) | 8 of 8 | |
| 7 |  SLYG Spdr Series Trust | $60.8M | 3.7% | 568K | +29K (+5%) | 7 of 8 | |
| 8 |  DFAI Dimensional Intern Core | $58.2M | 3.6% | 1.4M | +198K (+16%) | 7 of 8 | |
| 9 |  NVDA Nvidia Corporation | $57.1M | 3.5% | 250K | +9,279 (+4%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $54.7M | 3.4% | 164K | −33K (−17%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.4M | 40K |
 SCHO Schwab Short-Term US Treasury ETF | $1.5M | 61K |
WEBSTER FINL CORP | $429K | 5,613 |
 APTV Aptiv PLC | $372K | 6,056 |
 MTZ Mastec Inc | $364K | 874 |
🔒 Free account: see all 28.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Everhart Financial Group 13F FAQ
What does Everhart Financial Group own?
Everhart Financial Group reported 495 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are VUG (12.5%), VTV (12.3%) and VOT (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Everhart Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 42 new positions, 252 added to, 157 trimmed and 28 sold out. New positions include XOM. It sold all of XOM, SCHO and APTV.
When will Everhart Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Everhart Financial Group's portfolio worth?
The Q3 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.